Business Details
50+ Years
experience
Trusted Accounting & Advisory Services for Small Businesses
Since 1964, Kaizen CPAs + Advisors has been empowering small businesses to achieve sustainable growth through forward-thinking accounting, tax planning, and advisory services. As a second-generation, family-owned firm, we combine decades of industry expertise with a personalized approach, acting as an outsourced CFO to help clients navigate financial complexity. Our team of licensed CPAs and advisors prioritizes proactive guidance, continuous improvement, and tailored solutions to maximize profitability and operational efficiency. We are committed to delivering unparalleled service, leveraging advanced technology and strategic insights to transform financial management for small businesses nationwide. 
Services
Advisory Services
Accounting
Tax Planning
Payroll Processing
Profit First Coaching
Insurance Coverage
Details
- Year established: 1964
Highlights and features
- We offer over 50 years of experience in accounting and advisory services for small businesses.
- Our team provides outsourced CFO-level expertise at an affordable cost.
- We implement a patented Profit First methodology to ensure financial clarity and growth.
- Our proactive approach includes regular strategic planning sessions tailored to client needs.
- We maintain a 98% client retention rate through personalized, responsive service.
Associations and certifications
- CPA
What people say
Trusted advisor for 20+ years
Proactive tax strategies saved money
Responsive and knowledgeable team
Improved business profitability
Seamless onboarding process
Services
Advisory Services
Our advisory services provide strategic guidance to help businesses optimize financial operations and achieve growth objectives. We work closely with clients to develop customized plans, offering insights on cash flow management, tax strategies, and profitability enhancement. With a focus on long-term success, our CPAs and advisors act as trusted partners in navigating financial complexity.
Accounting
We handle monthly bookkeeping, financial statement preparation, and general ledger maintenance to ensure accurate financial reporting. Our team uses advanced accounting software to streamline processes, maintain compliance, and provide real-time financial insights. This service allows business owners to focus on core operations while ensuring financial transparency.
Tax Planning
Our tax planning services include annual projections, entity selection, and compliance solutions to minimize tax liabilities. We proactively identify deductions and credits while ensuring adherence to federal and state regulations. By aligning tax strategies with business goals, we help clients maximize savings and avoid unexpected tax burdens.
Payroll Processing
We manage payroll processing, tax filings, and compliance to ensure accurate and timely employee payments. Our integrated solutions include direct deposit, W-2/1099 generation, and year-end reporting. By handling complex payroll requirements, we reduce administrative burdens and mitigate risks associated with non-compliance.
Profit First Coaching
This service teaches business owners to structure finances for consistent profitability using the Profit First methodology. We provide training on cash flow management, budgeting, and financial decision-making. By implementing systematic profit allocation, clients gain greater control over business finances and achieve sustainable growth.
People
Clay Hamlin
Managing Partner
Clay Hamlin leads Kaizen CPAs + Advisors with a vision to bridge the gap between large corporate financial expertise and small business accessibility. With over 25 years in public accounting, he specializes in strategic tax planning and business advisory services.
Eric Joern
Partner
Eric Joern is a certified public accountant and former automotive industry professional who teaches financial management workshops. He specializes in helping auto repair shops optimize financial operations and reduce tax liabilities through customized strategies.
Amy Beinecke
Partner & COO
Amy Beinecke oversees daily operations and client service delivery at Kaizen CPAs + Advisors. With expertise in accounting software integration and process optimization, she ensures efficient service delivery across all client engagements.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial statement preparation, payroll processing, tax planning, and Profit First coaching tailored to small business needs.
How can your firm help improve business profitability?
Our advisory services focus on cash flow optimization, tax strategy, and financial process improvement to help businesses achieve sustainable profitability.
Do you specialize in any particular industries?
While we serve diverse small businesses, we have particular expertise in automotive repair shops, professional services, and retail operations.
What sets your firm apart from other accounting services?
We combine outsourced CFO-level expertise with personalized service, using the Profit First methodology to deliver actionable financial strategies.
How do you handle tax compliance for businesses?
We provide comprehensive tax planning, entity selection, and compliance services to minimize liabilities while ensuring adherence to federal and state regulations.
